LPWM LLC’s iShares US Financials ETF IYF Stock Holding History

LPWM LLC’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$865K	Hold	6,786	–	–	0.19%	54
2026 Q1	$798K	Buy	6,786 +1,915	+39%	+$238K	0.2%	50
2025 Q4	$628K	Buy	4,871 +86	+2%	+$10.8K	0.16%	61
2025 Q3	$606K	Buy	4,785 +419	+10%	+$51.8K	0.16%	55
2025 Q2	$528K	Hold	4,366	–	–	0.15%	55
2025 Q1	$493K	Hold	4,366	–	–	0.16%	54
2024 Q4	$483K	Buy	4,366 +426	+11%	+$47.4K	0.16%	56
2024 Q3	$405K	Hold	3,940	–	–	0.13%	55
2024 Q2	$375K	Hold	3,940	–	–	0.13%	56
2024 Q1	$365K	Hold	3,940	–	–	0.13%	53
2023 Q4	$338K	Buy	3,940 +275	+8%	+$21.4K	0.13%	53
2023 Q3	$270K	Sell	3,665 -380	-9%	-$29.3K	0.12%	52
2023 Q2	$304K	Sell	4,045 -1,990	-33%	-$143K	0.13%	49
2023 Q1	$429K	Buy	+6,035	New	+$464K	0.21%	44

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPWM LLC's IYF Position: Q2 2026 in Review

LPWM LLC held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 6,786 shares worth $865K. The position accounts for 0.19% of the portfolio, ranked #54.

LPWM LLC first reported a position in IYF in Q1 2023 and has held it in 14 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

LPWM LLC held 6,786 shares of iShares US Financials ETF worth $865K as of Q2 2026.
LPWM LLC left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.19% of LPWM LLC's portfolio in Q2 2026, its #54 holding.
LPWM LLC first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 14 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.